Best Investors Account Sign in

Best financial advisors in New Waterford, OH

Registered advisers within 25 miles of New Waterford, OH.

Offices
201
Firms
81
Combined AUM
$10.7T
Firm-wide filings, not assets booked only here
Clients
2.06M
2,058,308 clients when Item 5C has a number
Avg / client
$5.18M
Combined AUM ÷ clients

Nearby offices

Firms

EDWARD JONES
EAGLE STRATEGIES LLC
WESBANCO SECURITIES, INC.
CETERA INVESTMENT ADVISERS LLC
AMERIPRISE FINANCIAL SERVICES, LLC
MOORS & CABOT, INC.
STATE FARM INVESTMENT MANAGEMENT CORP.
LPL ENTERPRISE, LLC
OSAIC WEALTH, INC.
IRON GATE WEALTH ADVISORS, LLC
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC
LPL FINANCIAL LLC
CITIZENS SECURITIES, INC.
ZIMMERMAN CAPITAL MANAGEMENT

Investors

Todd Ray Hogan
Austin Ray Hogan
JENNY LYNN POLKOVITCH
ANTHONY ANDREW MANGANO
WILLIAM BASIL MANGANO
RANDALL DEAN HART
ROBERT J HYDE
STEPHEN JOHN FISHER
Cameron Hiltz
Ryan David Tunison
JEFFREY DAVID DAVIES
Jason Joseph Tarr
JOHN BENJAMIN FAHEY
MARK VICTOR CARLOZZI
Anthony Edward Ricciardi
ADDISON G. FLUENT
JOSHUA DAVID PETRUSKO
Ryan Kent Miller
Richard Patrick Sacui
William T Klim
Stevan Raseta
Derik William Ronci
Zel Edward Bush
Adam Richard Bernard
Parker Steele Sherry
AMBER C. RICHARDS
ROBERT ANTHONY NOTARY
BRADLEY ARTHUR HANDEL
Mark F Handel
Hannah Susan Ritchie
STEPHEN THOMAS PAVLICH
BRUCE MANSOUR JOSEPH
Ericka D Morris
Joshua Robert Edwin Post
John Henry Wise
GARY MARTIN SCHINDLER
JEFFREY M ZIMMERMAN

Within 25 miles of New Waterford, OH, Best Investors lists 81 registered investment advisory firms with 201 offices nearby, managing about $10.7T in combined regulatory AUM across 2,058,308 advisory clients (Form ADV Item 5F and 5C, self-reported).

Totals use firm-wide filing data, not assets booked only in this area.

Largest firms in New Waterford

Ranked by regulatory AUM. AUM is firm-wide, not only this area.

1 MORGAN STANLEY 416,984 clients · 24.0K advisers $1.96T AUM 2 MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED 16,844 clients · 26.7K advisers $1.78T AUM 3 EDWARD JONES 28,751 clients · 24.6K advisers $1.01T AUM 4 LPL FINANCIAL LLC 209,600 clients · 24.4K advisers $819B AUM 5 WELLS FARGO ADVISORS 5,302 clients · 15.3K advisers $671B AUM 6 AMERIPRISE FINANCIAL SERVICES, LLC 124,349 clients · 13.6K advisers $660B AUM 7 RAYMOND JAMES & ASSOCIATES, INC. 2,231 clients · 5,941 advisers $501B AUM 8 J.P. MORGAN SECURITIES LLC 407,036 clients · 14.8K advisers $430B AUM